1.Monitor new entry in Cognito Forms
Integrate Cognito Forms and intake forms to detect new policy change entries and trigger downstream processing.
Create policy change package and start processing tasks
Automatically detect new policy change form entries across Cognito Forms. Create and update processing work and outbound documents when submissions arriveβso you can merge policy PDFs, log documents, and notify recipients without manual reporting.
How this automation speeds up policy processing
When new policy change submissions arrive, delays can stall processing and create backlog. This automation creates a merged policy change PDF, logs the document, and notifies the right recipientβso your team can process tasks without chasing files.
Cognito Formsor swap with your favorite app
2.Looks up customer account details
Integrate Sub-Zap by Zapier and data lookup tools to resolve the account and return contact and address placeholders.
Sub-Zap by Zapieror swap with your favorite app
3.Creates merged policy change PDF
Integrate Formstack Documents and template merge tools to request a downloadable PDF using policy details and effective dates.
Formstack Documentsor swap with your favorite app
4.Creates document log entry
Integrate Cognito Forms and document list records to create a log entry with the merged PDF URL and timestamps.
5.Sends policy email to agent or contact
Integrate SMTP by Zapier and email templates to send an email with the merged PDF attached.
SMTP by Zapieror swap with your favorite app
6.Sends physical letter for mailing
Integrate Lob and mailing tools to print and mail the merged PDF using the returned address fields.
Lobor swap with your favorite app
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Accelerate document workflows with automated file capture, data extraction, and record routing
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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